Mark Talbot

Functions as an open-end investment fund

FIL-HK employs an active, bottom-up, fundamental research-based investment approach which aims to uncover mispricing to add value to investments. Their analysts undertake extensive first-hand company research. They give portfolio managers discretion in their choice of management style. The portfolio managers meet with peers and senior members of the investment team to review performance and chart strategies for stock selection. The firm shares a proprietary global communications network with Fidelity Management, enabling their portfolio managers, research analysts and traders around the world to instantly distribute the latest corporate developments and research findings to each other and to their Fidelity Management counterparts.

Fidelity Australia is an active, long-term manager which specializes in Australian equity for a broad range of investors and is backed by their parent company's global research network. They construct portfolios using a bottom-up process considering market trends but not being driven by them. Fidelity Australia is committed to proprietary research, with majority of their research is produced in-house. The firm strongly believes that their ability to exploit market inefficiencies sets them apart and performs in-depth fundamental research and analysis for each considered security.

Acts as Closed-End Investment Fund/Investment Trust

FIL Singapore is an active manager which follows a bottom-up approach to select stocks. The firm’s investment approach is research-driven, and investment decisions are based on in-house fundamental research. Their global network of investment managers and research analysts implement fundamental, company-level research based on direct access to senior management of companies.

BGI-NA is an innovation-oriented investment manager and a quantitative portfolio management specialist. They invest primarily in Asian equity. The firm shares BGI's investment philosophy, emphasizing risk control and the direct link between cost efficiency and performance improvement. Their 'scientific' investment approach is research-driven and relies on advanced and continuously updated technology and processing capacities. Research is shared within the group, in particular the insights of the Advanced Strategies & Research Group, a think tank created by BGI. BGI-NA's iShares exchange-traded funds track the FTSE/Xinhua China A50 index (in RMB) and the MSCI China index (in HKD). The firm invests in Chinese A-Shares Access Products (CAAPs) and in shares directly. The resulting portfolios are weighted in the financial, industrial, telecommunication and energy sectors.

BAMNAL manages equity and real estate strategies. Their equity platform can offer a broad range of products that vary according to investment style, market capitalization, and geography.

State Street Investment invests in companies located across the globe. The firm targets companies operating in a broad range of sectors and industries. It provides financing for growth stage capital requirements and also makes co-investments.